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Paradigm Micro-Cap (PVIVX)

47.96
-0.49
(-1.01%)
As of 8:06:59 AM EDT. Market Open.
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  • Previous Close 48.45
  • YTD Return -4.92%
  • Expense Ratio 1.26%
  • Category Small Blend
  • Last Cap Gain 42.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 156.88M
  • Beta (5Y Monthly) 1.22
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 47.87%
  • Last Dividend 0.09
  • Inception Date Dec 31, 2007

The fund invests at least 80% of its net assets in the common stocks of U.S. micro-cap companies. The advisor generally considers a company to be a micro-cap company if, at the time of purchase, its market capitalization is within the range of capitalizations of companies in the Russell Microcap® Index as of the most recent reconstitution date. It may be overweight in certain sectors at various times. Stocks are sold when they have realized the value anticipated by the Advisor or if new investment opportunities with higher expected returns are acquired.

Paradigm Funds

Fund Family

Small Blend

Fund Category

156.88M

Net Assets

2007-12-31

Inception Date

Performance Overview: PVIVX

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Trailing returns as of 3/27/2025. Category is Small Blend.

YTD Return

PVIVX
4.92%
Category
20.19%
 

1-Year Return

PVIVX
0.44%
Category
60.18%
 

3-Year Return

PVIVX
4.63%
Category
11.32%
 

5-Year Return

PVIVX
15.65%
Category
13.88%
 

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Holdings: PVIVX

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Sector Weightings

SectorPVIVX
Technology   35.05%
Healthcare   33.22%
Industrials   12.84%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%

Recent News: PVIVX

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Research Reports: PVIVX

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